Jones Financial Companies’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.2K | Sell |
484
-463
| -49% | -$13.6K | ﹤0.01% | 2738 |
|
|
2025
Q1 | $26.8K | Buy |
947
+888
| +1,505% | +$25.1K | ﹤0.01% | 2315 |
|
|
2024
Q4 | $1.9K | Sell |
59
-182
| -76% | -$5.87K | ﹤0.01% | 3011 |
|
|
2024
Q3 | $8.3K | Sell |
241
-206
| -46% | -$7.1K | ﹤0.01% | 2282 |
|
|
2024
Q2 | $12.8K | Buy |
+447
| New | +$12.8K | ﹤0.01% | 1677 |
|
|
2013
Q3 | – | Sell |
-200
| Closed | -$4K | – | 840 |
|
|
2013
Q2 | $4K | Buy |
+200
| New | +$4K | ﹤0.01% | 697 |
|